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This page summarizes the CHWY holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether CHWY is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
13F Filers Increasing CHWY Share Count |
Blume Capital Management Inc. |
160 |
21,260 |
+21,100 |
+13187.50% |
Glass Jacobson Investment Advisors llc |
50 |
300 |
+250 |
+500.00% |
Cambridge Investment Research Advisors Inc. |
16,838 |
65,688 |
+48,850 |
+290.12% |
Country Club Bank GFN |
64,560 |
231,797 |
+167,237 |
+259.04% |
Total Clarity Wealth Management Inc. |
17,254 |
55,717 |
+38,463 |
+222.92% |
Cornerstone Wealth Management LLC |
8,880 |
27,086 |
+18,206 |
+205.02% |
CenterStar Asset Management LLC |
16,292 |
38,571 |
+22,279 |
+136.75% |
Liberty One Investment Management LLC |
6,483 |
12,985 |
+6,502 |
+100.29% |
Creative Financial Designs Inc. ADV |
100 |
200 |
+100 |
+100.00% |
CWM LLC |
1,373 |
2,661 |
+1,288 |
+93.81% |
First Bank & Trust |
9,548 |
13,648 |
+4,100 |
+42.94% |
Westside Investment Management Inc. |
550 |
775 |
+225 |
+40.91% |
CENTRAL TRUST Co |
178 |
240 |
+62 |
+34.83% |
NBT Bank N A NY |
150 |
200 |
+50 |
+33.33% |
Thompson Investment Management Inc. |
225,292 |
294,480 |
+69,188 |
+30.71% |
Legacy Trust |
61,362 |
80,017 |
+18,655 |
+30.40% |
Proequities Inc. |
330 |
430 |
+100 |
+30.30% |
Commonwealth Equity Services LLC |
31,536 |
40,476 |
+8,940 |
+28.35% |
Capricorn Fund Managers Ltd |
168,837 |
214,830 |
+45,993 |
+27.24% |
State of New Jersey Common Pension Fund D |
133,681 |
167,959 |
+34,278 |
+25.64% |
Benjamin F. Edwards & Company Inc. |
1,023 |
1,273 |
+250 |
+24.44% |
Private Advisor Group LLC |
15,934 |
18,876 |
+2,942 |
+18.46% |
Wealth Enhancement Advisory Services LLC |
16,535 |
19,309 |
+2,774 |
+16.78% |
Radnor Capital Management LLC |
26,720 |
30,220 |
+3,500 |
+13.10% |
Diversified Investment Strategies LLC |
29,625 |
32,625 |
+3,000 |
+10.13% |
Raymond James Financial Services Advisors Inc. |
69,573 |
75,476 |
+5,903 |
+8.48% |
GPS Wealth Strategies Group LLC |
931 |
999 |
+68 |
+7.30% |
Baillie Gifford & Co. |
18,482,764 |
19,819,195 |
+1,336,431 |
+7.23% |
Royal Fund Management LLC |
47,730 |
48,060 |
+330 |
+0.69% |
13F Filers Reporting New Positions In CHWY |
Financial Perspectives Inc |
0 |
0 |
UNCH |
100% |
BOK Financial Private Wealth Inc. |
0 |
165 |
+165 |
+100% |
GHP Investment Advisors Inc. |
0 |
45 |
+45 |
+100% |
Migdal Insurance & Financial Holdings Ltd. |
0 |
2 |
+2 |
+100% |
Capstone Investment Advisors LLC |
0 |
282,250 |
+282,250 |
+100% |
Northwest Investment Counselors LLC |
0 |
14 |
+14 |
+100% |
IMC Chicago LLC |
0 |
117,170 |
+117,170 |
+100% |
YHB Investment Advisors Inc. |
0 |
530 |
+530 |
+100% |
Mather Group LLC. |
0 |
72 |
+72 |
+100% |
Counterpoint Mutual Funds LLC |
0 |
18,346 |
+18,346 |
+100% |
Diamant Asset Management Inc. |
0 |
11,100 |
+11,100 |
+100% |
West Branch Capital LLC |
0 |
200 |
+200 |
+100% |
Semanteon Capital Management LP |
0 |
19,418 |
+19,418 |
+100% |
Future Financial Wealth Managment LLC |
0 |
4,100 |
+4,100 |
+100% |
Global Assets Advisory LLC |
0 |
141,592 |
+141,592 |
+100% |
PFG Investments LLC |
0 |
10,773 |
+10,773 |
+100% |
VCI Wealth Management LLC |
0 |
16,108 |
+16,108 |
+100% |
Accordant Advisory Group Inc |
0 |
90 |
+90 |
+100% |
13F Filers With Unchanged Share Count |
Salem Investment Counselors Inc. |
400 |
400 |
UNCH |
0.00% |
Kornitzer Capital Management Inc. KS |
58,000 |
58,000 |
UNCH |
0.00% |
Tompkins Financial Corp |
10,439 |
10,439 |
UNCH |
0.00% |
Adirondack Trust Co. |
25 |
25 |
UNCH |
0.00% |
WASHINGTON TRUST Co |
2,500 |
2,500 |
UNCH |
0.00% |
AlphaMark Advisors LLC |
10 |
10 |
UNCH |
0.00% |
Zurcher Kantonalbank Zurich Cantonalbank |
23,278 |
23,278 |
UNCH |
0.00% |
Asset Dedication LLC |
614 |
614 |
UNCH |
0.00% |
Daiwa Securities Group Inc. |
17,555 |
17,555 |
UNCH |
0.00% |
JFS Wealth Advisors LLC |
24 |
24 |
UNCH |
0.00% |
Nelson Van Denburg & Campbell Wealth Management Group LLC |
300 |
300 |
UNCH |
0.00% |
Bfsg LLC |
100 |
100 |
UNCH |
0.00% |
Bogart Wealth LLC |
12 |
12 |
UNCH |
0.00% |
Yarbrough Capital LLC |
17,350 |
17,350 |
UNCH |
0.00% |
Carolina Wealth Advisors LLC |
238 |
238 |
UNCH |
0.00% |
PFG Private Wealth Management LLC |
11 |
11 |
UNCH |
0.00% |
Tsfg LLC |
42 |
42 |
UNCH |
0.00% |
Lion Street Advisors LLC |
17,588 |
17,588 |
UNCH |
0.00% |
HighMark Wealth Management LLC |
45 |
45 |
UNCH |
0.00% |
AM Investment Strategies LLC |
12,727 |
12,727 |
UNCH |
0.00% |
TFC Financial Management |
14 |
14 |
UNCH |
0.00% |
Rise Advisors LLC |
155 |
155 |
UNCH |
0.00% |
Hexagon Capital Partners LLC |
75 |
75 |
UNCH |
0.00% |
Wolff Wiese Magana LLC |
12 |
12 |
UNCH |
0.00% |
SOA Wealth Advisors LLC. |
100 |
100 |
UNCH |
0.00% |
Piscataqua Savings Bank |
300 |
300 |
UNCH |
0.00% |
SJS Investment Consulting Inc. |
6 |
6 |
UNCH |
0.00% |
Stonegate Investment Group LLC |
30,180 |
30,180 |
UNCH |
0.00% |
City State Bank |
100 |
100 |
UNCH |
0.00% |
Fortitude Family Office LLC |
13 |
13 |
UNCH |
0.00% |
CGC Financial Services LLC |
10 |
10 |
UNCH |
0.00% |
Jamison Private Wealth Management Inc. |
75 |
75 |
UNCH |
0.00% |
Naples Money Management LLC |
645 |
645 |
UNCH |
0.00% |
Sachetta LLC |
80 |
80 |
UNCH |
0.00% |
Palo DS Manager LLC |
325,987 |
325,987 |
UNCH |
0.00% |
Private Wealth Management Group LLC |
25 |
25 |
UNCH |
0.00% |
13F Filers Decreasing CHWY Share Count |
Brown Advisory Inc. |
5,446,897 |
15,010 |
-5,431,887 |
-99.72% |
Allspring Global Investments Holdings LLC |
4,022 |
255 |
-3,767 |
-93.66% |
Newbridge Financial Services Group Inc. |
10,230 |
650 |
-9,580 |
-93.65% |
Parkside Financial Bank & Trust |
994 |
172 |
-822 |
-82.70% |
Centerpoint Advisors LLC |
800 |
300 |
-500 |
-62.50% |
Rakuten Securities Inc. |
285 |
112 |
-173 |
-60.70% |
Global Retirement Partners LLC |
648 |
380 |
-268 |
-41.36% |
Versant Capital Management Inc |
206 |
126 |
-80 |
-38.83% |
Gradient Investments LLC |
301 |
200 |
-101 |
-33.55% |
Oxler Private Wealth LLC |
25,143 |
17,743 |
-7,400 |
-29.43% |
Cutler Group LP |
1,401 |
996 |
-405 |
-28.91% |
Lindbrook Capital LLC |
509 |
382 |
-127 |
-24.95% |
Tokio Marine Asset Management Co. Ltd. |
26,700 |
23,100 |
-3,600 |
-13.48% |
Curbstone Financial Management Corp |
29,790 |
26,040 |
-3,750 |
-12.59% |
Fifth Third Bancorp |
601 |
535 |
-66 |
-10.98% |
Pinnacle Associates Ltd. |
49,163 |
43,863 |
-5,300 |
-10.78% |
Allworth Financial LP |
1,109 |
994 |
-115 |
-10.37% |
Harbor Investment Advisory LLC |
1,318 |
1,187 |
-131 |
-9.94% |
American Capital Advisory LLC |
388 |
350 |
-38 |
-9.79% |
Natixis Advisors L.P. |
56,095 |
51,526 |
-4,569 |
-8.15% |
Spire Wealth Management |
978 |
903 |
-75 |
-7.67% |
Bank of New York Mellon Corp |
3,522,319 |
3,294,602 |
-227,717 |
-6.46% |
Raymond James & Associates |
83,585 |
78,301 |
-5,284 |
-6.32% |
BNP Paribas Arbitrage SA |
196,106 |
192,712 |
-3,394 |
-1.73% |
Wealthfront Advisers LLC |
49,347 |
48,551 |
-796 |
-1.61% |
Somerset Trust Co |
14,087 |
13,905 |
-182 |
-1.29% |
Azzad Asset Management Inc. ADV |
10,502 |
10,370 |
-132 |
-1.26% |
13F Filers Exiting CHWY |
Voisard Asset Management Group Inc. |
35 |
0 |
-35 |
-100.00% |
SYSTM Wealth Solutions LLC |
567 |
0 |
-567 |
-100.00% |
Argonautica Private Wealth Management Inc. |
17,602 |
0 |
-17,602 |
-100.00% |
Activest Wealth Management |
1 |
0 |
-1 |
-100.00% |
Ronald Blue Trust Inc. |
60 |
0 |
-60 |
-100.00% |
International Assets Investment Management LLC |
57,586 |
0 |
-57,586 |
-100.00% |
Fortis Group Advisors LLC |
10,486 |
0 |
-10,486 |
-100.00% |
PSI Advisors LLC |
60 |
0 |
-60 |
-100.00% |
Lake Hills Wealth Management LLC |
8,477 |
0 |
-8,477 |
-100.00% |
Pinnacle Bank |
532 |
0 |
-532 |
-100.00% |
Harbour Capital Advisors LLC |
17,080 |
0 |
-17,080 |
-100.00% |
Venturi Wealth Management LLC |
557 |
0 |
-557 |
-100.00% |
Deane Retirement Strategies Inc. |
112,909 |
0 |
-112,909 |
-100.00% |
Kestra Private Wealth Services LLC |
11,085 |
0 |
-11,085 |
-100.00% |
Fjarde AP Fonden Fourth Swedish National Pension Fund |
9,549 |
0 |
-9,549 |
-100.00% |
Simplex Trading LLC |
151,125 |
0 |
-151,125 |
-100.00% |
DekaBank Deutsche Girozentrale |
79,265 |
0 |
-79,265 |
-100.00% |
AdvisorNet Financial Inc |
9 |
0 |
-9 |
-100.00% |
Janney Montgomery Scott LLC |
9,481 |
0 |
-9,481 |
-100.00% |
Regions Financial Corp |
54,412 |
0 |
-54,412 |
-100.00% |
Whittier Trust Co. |
1,000 |
0 |
-1,000 |
-100.00% |
UMB Bank N A MO |
1,808 |
0 |
-1,808 |
-100.00% |
Van ECK Associates Corp |
17,572 |
0 |
-17,572 |
-100.00% |
NBC Securities Inc. |
52 |
0 |
-52 |
-100.00% |
Caldwell Sutter Capital Inc. |
29 |
0 |
-29 |
-100.00% |
See Summary: Institutional Holders of CHWY
See Details: Top 10 Hedge Funds Holding CHWY
Also See: CHWY Insider Buying
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